Ira Fateman Certified Financial Planner™
Senior Associate
I have over 30 years of experience in financial services. In addition to completing the executive certificate in personal financial planning program...
Elizabeth Prindle Certified Financial Planner™
Senior Associate
(650) 394-7994
My passion is helping individuals and couples gain mastery over monitoring and increasing their net worth in order to reach their financial goals...
Monique San Miguel Lopez ChFC®
Senior Associate
415-340-2559
I enjoy stewarding clients through financial opportunities, choices, and decision making. Helping clients identify what they are striving towards and...
S. Nasira Iqbal CFP®, MS. AFP.FLP
Financial Planning Consultant
415-617-5985
I am blessed to have been in the financial planning profession, “a true helping profession,” for over 12 years of my life. My mission is to remove the...
Minna Fernan
510-865-0300
I have served as a professional fiduciary specializing in trust administrations for the past six years. I am committed to the aging population and...
Dyan Rhodes
CFA, CFP®
(Dyan) Y.H. Rhodes, CFA, CFP® With twenty-five years’ experience in the financial planning and investment management industry, Dyan had managed an...
